Financial Review & Forecast

Financial Review & Forecast

A spreadsheet to provide your business with a birds-eye view of your sales compared to targets. Not the most detailed spreadsheet, but perfect if you want something simple to keep an eye on finances.
Estate Agent – Buyer Property Matcher

Estate Agent – Buyer Property Matcher

A spreadsheet to help estate agents to match prospective buyers with suitable properties. Create a customised PDF document to send to buyers with relevant properties, and see lists of potential buyers for each new listed property.
Direct Marketing Success Dashboard

Direct Marketing Success Dashboard

A list where you are able to capture details of potential clients who you are marketing to. This tool then creates reports based on that data in order to give you an overview of the success of your marketing campaign.
360 Staff Appraisal Tool

360 Staff Appraisal Tool

This allows you to capture ratings (by giving answers to questions) given about a specific staff member by, themselves, a subordinate, a supervisor and by a peer. The answers are then used to generate a report which will summarise the staff members performance. This...